Latest Institutional Transactions on Jpmorgan Chase & CO (JPM)
This table provides information on the latest institutional transactions involving Jpmorgan Chase & CO (JPM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2023
Q3 2023
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-87- 3.8% |
$12.5K - $13.7K
|
2.2K
$583K
|
|
|
Nov 07, 2023
Q3 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
1+ 1.03% |
$143 - $158
|
98
$26K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
1.75MNew |
$250M - $276M
|
1.75M
$462M
|
|
|
Nov 06, 2023
Q3 2023
|
Thomas Story & Son LLC
Culver, IN |
BUY
|
- |
58+ 1.49% |
$8.31K - $9.16K
|
3.94K
$1.04M
|
|
|
Nov 06, 2023
Q3 2023
|
Forefront Wealth Management Inc.
|
BUY
|
- |
2+ 0.09% |
$286 - $316
|
2.31K
$611K
|
|
|
Nov 06, 2023
Q3 2023
|
Leverage Partners Absolute Return Fund Spc
|
BUY
|
CALL |
20.3KNew |
$2.9M - $3.2M
|
20.3K
$5.37M
|
|
|
Nov 03, 2023
Q3 2023
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-4.69K- 56.41% |
$672K - $741K
|
3.63K
$960K
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-326- 4.42% |
$46.7K - $51.5K
|
7.05K
$1.87M
|
|
|
Nov 03, 2023
Q3 2023
|
Paragon Advisors, LLC
|
BUY
|
- |
1.24K+ 22.32% |
$177K - $195K
|
6.78K
$1.8M
|
|
|
Nov 02, 2023
Q3 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
152+ 1.82% |
$21.8K - $24K
|
8.53K
$2.26M
|
|
|
Nov 02, 2023
Q3 2023
|
Bank Pictet & Cie (Asia) LTD
|
BUY
|
- |
1.38KNew |
$198K - $218K
|
1.38K
$365K
|
|
|
Nov 02, 2023
Q3 2023
|
United Fire Group Inc
Cedar Rapids, IA |
SELL
|
- |
-13K- 56.52% |
$1.86M - $2.05M
|
10K
$2.65M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
PUT |
32.3KNew |
$4.63M - $5.1M
|
32.3K
$8.55M
|
|
|
Nov 02, 2023
Q3 2023
|
Kcs Wealth Advisory
|
SELL
|
- |
-3.14K- 13.08% |
$449K - $495K
|
20.8K
$5.52M
|
|
|
Nov 02, 2023
Q3 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
SELL
|
- |
-348- 4.91% |
$49.8K - $55K
|
6.74K
$1.79M
|
|
|
Nov 01, 2023
Q3 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-125- 7.69% |
$17.9K - $19.8K
|
1.5K
$397K
|
|
|
Nov 01, 2023
Q3 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
8+ 0.55% |
$1.15K - $1.26K
|
1.47K
$388K
|
|
|
Oct 31, 2023
Q3 2023
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
1.4KNew |
$201K - $222K
|
1.4K
$371K
|
|
|
Oct 31, 2023
Q3 2023
|
Deuterium Capital Management, LLC
|
SELL
|
- |
-2.86K- 51.1% |
$409K - $452K
|
2.74K
$725K
|
|
|
Oct 31, 2023
Q3 2023
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-200- 0.35% |
$28.6K - $31.6K
|
57.2K
$15.2M
|
|
|
Oct 30, 2023
Q3 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
33+ 0.26% |
$4.73K - $5.21K
|
12.7K
$3.37M
|
|
|
Oct 30, 2023
Q3 2023
|
Wolff Financial Management LLC
|
SELL
|
- |
-7- 0.22% |
$1K - $1.11K
|
3.21K
$850K
|
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-370- 0.62% |
$53K - $58.5K
|
59.6K
$15.8M
|
|
|
Oct 27, 2023
Q3 2023
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
209+ 90.87% |
$29.9K - $33K
|
439
$116K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-3.76K- 10.57% |
$538K - $594K
|
31.8K
$8.42M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
13.3K+ 7.88% |
$1.91M - $2.11M
|
183K
$48.4M
|
|
|
Oct 25, 2023
Q3 2023
|
Mastrapasqua Asset Management Inc
|
BUY
|
- |
1.05K+ 8.52% |
$151K - $167K
|
13.4K
$3.56M
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Management Solutions, LLC
|
BUY
|
- |
8+ 0.29% |
$1.15K - $1.26K
|
2.78K
$736K
|
|
|
Oct 25, 2023
Q3 2023
|
Cornerstone Retirement Group, Inc.
|
SELL
|
- |
-133- 5.98% |
$19K - $21K
|
2.09K
$554K
|
|
|
Oct 24, 2023
Q3 2023
|
Goodwin Daniel L
|
SELL
|
- |
-100- 0.36% |
$14.3K - $15.8K
|
27.5K
$7.27M
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
SELL
|
- |
-536- 5.59% |
$76.8K - $84.7K
|
9.06K
$2.4M
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
400New |
$57.3K - $63.2K
|
400
$106K
|
|
|
Oct 24, 2023
Q3 2023
|
Arnhold LLC
|
BUY
|
- |
40+ 1.63% |
$5.73K - $6.32K
|
2.49K
$660K
|
|
|
Oct 23, 2023
Q3 2023
|
Cohen Lawrence B
Boston, MA |
SELL
|
- |
-10.4K- 39.41% |
$1.48M - $1.64M
|
15.9K
$4.22M
|
|
|
Oct 23, 2023
Q3 2023
|
Connolly Sarah T.
Boston, MA |
SELL
|
- |
-10.7K- 44.29% |
$1.53M - $1.69M
|
13.4K
$3.55M
|
|
|
Oct 23, 2023
Q3 2023
|
Trellis Advisors, LLC
|
BUY
|
- |
8+ 0.26% |
$1.15K - $1.26K
|
3.12K
$827K
|
|
|
Oct 23, 2023
Q3 2023
|
Community Capital Management, LLC
|
BUY
|
- |
3.8K+ 100.0% |
$544K - $600K
|
7.6K
$2.01M
|
|
|
Oct 20, 2023
Q3 2023
|
Private Asset Management Inc
|
SELL
|
- |
-15.5K- 13.81% |
$2.21M - $2.44M
|
96.5K
$25.6M
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
SELL
|
- |
-7.09K- 52.31% |
$1.02M - $1.12M
|
6.47K
$1.71M
|
|
|
Oct 19, 2023
Q3 2023
|
Feng He Fund Management Pte. Ltd.
Singapore, U0 |
BUY
|
- |
12.2K+ 83.56% |
$1.75M - $1.93M
|
26.8K
$7.1M
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-2.73K- 3.89% |
$391K - $431K
|
67.5K
$17.9M
|
|
|
Oct 19, 2023
Q3 2023
|
Pm Capital LTD
|
SELL
|
- |
-60.2K- 22.38% |
$8.62M - $9.52M
|
209K
$55.3M
|
|
|
Oct 19, 2023
Q3 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
367+ 10.76% |
$52.6K - $58K
|
3.78K
$1M
|
|
|
Oct 18, 2023
Q3 2023
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-8- 0.84% |
$1.15K - $1.26K
|
950
$252K
|
|
|
Oct 17, 2023
Q3 2023
|
Equitec Proprietary Markets, LLC
|
BUY
|
- |
9.7KNew |
$1.39M - $1.53M
|
9.7K
$2.57M
|
|
|
Oct 17, 2023
Q3 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-317- 13.07% |
$45.4K - $50.1K
|
2.11K
$558K
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
2.57K+ 1.58% |
$368K - $406K
|
165K
$43.7M
|
|
|
Oct 16, 2023
Q3 2023
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
2.61KNew |
$374K - $412K
|
2.61K
$691K
|
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
50.4KNew |
$7.22M - $7.97M
|
50.4K
$13.4M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-67- 2.28% |
$9.6K - $10.6K
|
2.87K
$761K
|